Jonathan has been helping entrepreneurs, retirees, and institutional investors with their unique financial challenges for almost 20 years. After successful careers at both UBS and Merrill Lynch, Jonathan joined Millennium to gain independence for a higher standard in his financial recommendations. He invests in people and ideas first before looking for solutions to create an investment plan.
When not managing cash flow issues and portfolio construction for his clients, Jonathan spends time with his wife Gina and three children, enjoys live music, follows college sports, and never misses a chance to travel. He has visited 5 continents and attended the New Orleans Jazz Festival over 10 times!
He is committed to his hometown of Natchez, Mississippi where he attended Trinity Episcopal Day School and played all sports. Later he volunteered as a basketball coach, helping lead his alma mater to the Mississippi State Championship Game. He has been a regular supporter of the historic non-profit Natchez Children’s Services. He graduated from Mississippi State University with a Bachelor of Business Administration with an emphasis in Economics. He went on to complete a Master of Science degree specializing in Athletic Administration as well as a Master of Business Administration with an emphasis in Management.
In late 2006, Jonathan located to the Upstate of South Carolina. Later purchased an 1890s era home in the downtown Greenville Hampton-Pinckney Historic District and restored it completely. He now resides with his family in the Elias Earle Historic District in Greenville’s North Main Area.
Jonathan is Vice President of the Upstate SC Mississippi State Alumni Association and is a volunteer at Project Host, a local organization that feeds the needy and trains applicants for work in the restaurant industry. He is a former President and Fundraising Chair for the Rotary Club of Clemson, SC and a supporter and graduate of Leadership Greenville, class of 45.